Civil Litigation & Trial Skills

5.0

Paralegal Tips for Handling Tricky and Time-Consuming Medical Record Issues

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 56 minutes
Jason Alderman
Alexandra Ah Loy
Cynthia Everson
With Jason R Alderman from The Alderman Law Firm + 2 others
Recorded July 09, 2025
Product ID 100595

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Course Includes
$319

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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Overview

The Essential Guide for Paralegals Looking to Up Their Medical Record Game

Ever wish there was a way you could simplify the process of collecting, analyzing, and summarizing medical records? Look no further! In this troubleshooting course, our accomplished instructors dish out clever tips for managing common issues that arise with medical records. From tactics for dealing with difficult medical providers to pointers for interpreting ambiguous medical terminology, you can't afford to miss this program - register today!

  • Formulate strategies for overcoming hurdles in medical record collection.
  • Uncover practical guidance for organizing medical records.
  • Detect inconsistencies in medical records and billing documentation.
  • Discover tips and tricks for preparing expert witnesses for depositions.
  • Examine best practices for drafting medical chronologies and summaries.

Abbreviated Agenda

  1. Circumventing Roadblocks When Gathering Medical Records
  2. Time-Saving Techniques for Organizing Medical Records
  3. Deciphering Medical Records and Bills: Pointers From a Pro
  4. Paralegal Techniques for Analyzing Medical Expert Reports
  5. How to Prepare Records and Expert Witnesses for Impactful Depositions, Hearings, and Trial
  6. Advanced Medical Chronologies, Summaries, and Expense Itemizations
  7. Paralegal Ethics: Key Pitfalls to Avoid When Handling Medical Records

Related Topics

Product ID 100595

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Circumventing Roadblocks When Gathering Medical Records

    1. Dealing With Unresponsive and Difficult Medical Providers - Key Challenges
    2. Tricks Medical Providers Use to Limit What They Give You
    3. Solutions for Situations Where Medical Records Are Destroyed or Lost
    4. Plaintiff vs. Defense: Secrets and Insider Tips for Both Perspectives
      1. Obtaining Records as the Plaintiff
      2. Obtaining Records as a Defendant
      3. Subpoena Obstacles (Including How to Navigate Conflicting Jurisdictional Rules on Medical Record Disclosure)
    5. How to Collect and Translate Medical Records From International Providers
    6. Paralegal Shortcuts for Expediting Record Collection Under Tight Deadlines

  2. Time-Saving Techniques for Organizing Medical Records

  3. Deciphering Medical Records and Bills: Pointers From a Pro

    1. How to Interpret Inconsistent or Ambiguous Medical Terminology
    2. Identifying Discrepancies, Inaccuracies, and Potential Fraud
    3. Effectively Distinguishing Objective From Subjective Findings
    4. Tips for Incorporating AI to Streamline the Medical Record Review Process

  4. Paralegal Techniques for Analyzing Medical Expert Reports

  5. How to Prepare Records and Expert Witnesses for Impactful Depositions, Hearings, and Trial

  6. Advanced Medical Chronologies, Summaries, and Expense Itemizations

    1. Chart Evaluation: Creative Tips From Experienced Paralegals
    2. Creating and Updating Medical Chronologies and Summaries: Advanced Tactics
    3. Medical Exhibits: Items to Include and Tips for Maximizing Persuasiveness
    4. Dynamic Techniques for Preparing Medical Expense Itemizations
    5. Secrets to Finding the Holes in Plaintiff's Medical Treatment
    6. Finding Alternative Reasons for Plaintiff's Claims: Hurdles for Proving/Disproving

  7. Paralegal Ethics: Key Pitfalls to Avoid When Handling Medical Records

    1. Communicating With Medical Providers
    2. Ethical Concerns When Handling Sensitive Substance Use and Mental Health Records
    3. Clerical Errors: Best Practices for Safeguarding Confidentiality of Misrouted Records
    4. Working With Impaired Clients
    5. Reporting Misconduct

Who Should Attend

This advanced level course is designed to keep attendees up to date on best practices for dealing with medical record issues. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Jason R Alderman
Jason
Alderman
The Alderman Law Firm
Alexandra G Ah Loy
Alexandra
Ah Loy
Hall Booth Smith, P.C.
Cynthia E Everson
Cynthia
Everson
Everson Law Firm PLLC
Speaker bio
Jason R Alderman

Jason Alderman

The Alderman Law Firm
Jason Alderman

focuses his practice on national and international litigation with a particular emphasis on complex banking, real property, contract, corporate, creditors' rights, fiduciary, and valuation litigation. He is a member of The Florida Bar. Mr. Alderman earned his B.S. degree from Florida Statute University and his J.D. degree, magna cum laude, from the University of Miami School of Law.

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Speaker bio
Alexandra G Ah Loy

Alexandra Ah Loy

Hall Booth Smith, P.C.
Alexandra Ah Loy

is a partner at Hall Booth Smith, P.C., where she focuses her practice in health care, medical malpractice, civil rights, premises liability, and general litigation defense practicing in federal and state courts across the midwest and central regions of the United States. She earned her bachelor's degree in psychology, with minors in French and public administration, from the University of Central Oklahoma, and graduated cum laude with her Juris Doctor degree from Oklahoma City University School of Law. At OCU Law, Ms. Ah Loy earned the CALI award for Antitrust I and for Business Planning, an honor reserved for the top student in a course. She is a member of the Oklahoma County Bar Association, Robert J. Turner Inn of Court, Federal Bar Association, American Bar Association, Oklahoma City University School of Law Alumni Association, and Oklahoma City Metro Literacy Coalition. Additionally, Ms. Ah Loy is the vice president of the Board of Directors for Legal Aid Services of Oklahoma, Inc. She is admitted to practice in Oklahoma, Kansas and Arkansas; Western, Northern and Eastern districts of Oklahoma; Eastern and Western districts of Arkansas; District of Colorado; and Western and Eastern districts of Texas.

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Speaker bio
Cynthia E Everson

Cynthia Everson

Everson Law Firm PLLC
Cynthia Everson

is an attorney at Everson Law Firm PLLC, where she provides private representation for federal and state criminal and civil matters, with an emphasis on indigent representation. Ms. Everson has defended people accused of gun crimes in both state and federal court, and has litigated issues related to the right to possess and carry firearms, as well as property issues related to retrieving firearms that were seized by law enforcement. She is an adjunct writing instructor at Rowan Cabarrus Community College in Concord, North Carolina and has been teaching there for two years. Ms. Everson earned her B.A. degree from Gardner Webb University; her M.A. degree from the University of North Carolina-Charlotte; and her J.D. degree, magna cum laude, from the Charlotte School of Law.

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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

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Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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